火电行业发展与“电荒”的形成——基于“市场煤”与“计划电”矛盾的分析

发布时间：2018-03-12 07:19

本文选题：火电行业　切入点：“市场煤”　出处：《财经问题研究》2015年03期 　论文类型：期刊论文

【摘要】：本文利用27个省市的面板数据,对在"市场煤"与"计划电"机制下的火电行业运营状况进行了详细分析,结果表明,"计划电"下政府对上网电价的上调促进了各地火电行业的生产与投资,而"市场煤"下快速上升的电煤价格在减少了火电行业产量与利润的同时却带来投资的增加。综合而言,在"市场煤"与"计划电"两种机制的影响下,电力行业的投资虽然得到增加,但受困于成本的大幅上升,即便有多余的生产能力,厂商也会因利润的下降而减少产量,造成严重的"电荒"。因此,电力市场亟须进一步市场化改革,以跟上煤炭市场改革的步伐。
[Abstract]:Based on the panel data of 27 provinces and cities, this paper makes a detailed analysis on the operation of thermal power industry under the mechanism of "market coal" and "planned electricity". The results show that the government's increase in the price of electricity connected to the Internet under "planned electricity" has promoted production and investment in the local thermal power industry. However, the rapidly rising price of thermal coal under "market coal" has reduced the output and profits of the thermal power industry and brought about an increase in investment. In general, under the influence of two mechanisms, "market coal" and "planned electricity", Although investment in the power industry has increased, it is trapped by a sharp rise in costs. Even if there is excess production capacity, manufacturers will also reduce production because of declining profits, resulting in a serious "electricity shortage." The electric power market needs further market reform to keep up with the pace of coal market reform.
【作者单位】：中共沈阳市委党校市情研究所;
【基金】：国家自然科学基金项目“地区竞争对环境规制影响的理论解释与非线性效应研究”(71303034) 教育部人文社会科学一般项目“基于政策传导机制的战略新兴产业‘政策扶持悖论’”(13YJC790035) 辽宁省社会科学规划基金项目“地区竞争约束下的环境规制与经济发展研究”(L13DJL029)
【分类号】：F426.61

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